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Verus Capital Partners’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Verus Capital Partners’s Portfolio KBWY Stock Details KBWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$4K Hold
227
– – ﹤0.01% 1230
2019
Q4 		$7K Buy
+227
New +$7.04K ﹤0.01% 1234

Other funds holding KBWY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Verus Capital Partners's KBWY Position: Q1 2020 in Review

Verus Capital Partners held its Invesco KBW Premium Yield Equity REIT ETF (KBWY) position steady in Q1 2020 at 227 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Verus Capital Partners first reported a position in KBWY in Q4 2019 and has held it in 2 quarters since. The position peaked at $7K in Q4 2019. 56 funds tracked by Wall St. Rank hold KBWY as of Q1 2020.

  • Verus Capital Partners held 227 shares of Invesco KBW Premium Yield Equity REIT ETF worth $4K as of Q1 2020.
  • Verus Capital Partners left its Invesco KBW Premium Yield Equity REIT ETF share count unchanged in Q1 2020.
  • Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1230 holding.
  • Verus Capital Partners first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Invesco KBW Premium Yield Equity REIT ETF position peaked at $7K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.